Merritt
Branch

Merritt Branch, CPA, is a Senior Manager in the Assurance Practice at SobelCo. Throughout his career, Merritt has worked primarily with public and privately held companies of all sizes. Although he has developed special expertise within the financial services market and with companies in sectors such as manufacturing/distribution, food and beverage, and various service entities, Merritt is most proud of his role as a trusted advisor to all the firm's clients.

Over the years, he has expanded his breadth of experience while assisting business leaders across various industries with their accounting and business needs, including conducting audits, reviews, and compilations. Merritt also supports clients by providing relevant information regarding their financial reporting, implementing internal controls, and delivering strategic advice based on their personal financial statements.

He helps them accomplish their goals by analyzing their financial data and industry trends to help them make smart, educated decisions. His main objective is to keep them informed and well-positioned to take advantage of new opportunities while preparing for potential challenges.

Merritt often works in tandem with our middle market, closely held clients, where he consistently provides excellent service tailored to the company’s distinctive needs.